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Highland Financial Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Highland Financial Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
175,042
+24,004
+16% +$2.01M 3.41% 9
2026
Q1 		$11.2M Buy
151,038
+14,292
+10% +$1.11M 2.95% 11
2025
Q4 		$10.4M Buy
136,746
+1,302
+1% +$97.5K 2.89% 12
2025
Q3 		$9.96M Buy
135,444
+18,012
+15% +$1.28M 2.86% 12
2025
Q2 		$8.06M Buy
117,432
+15,997
+16% +$1.02M 2.59% 13
2025
Q1 		$6.33M Buy
101,435
+1,396
+1% +$92.4K 2.26% 14
2024
Q4 		$6.62M Buy
100,039
+3,908
+4% +$262K 2.29% 14
2024
Q3 		$6.28M Buy
96,131
+13,677
+17% +$861K 2.23% 14
2024
Q2 		$5.09M Buy
82,454
+20,757
+34% +$1.25M 1.89% 16
2024
Q1 		$3.79M Sell
61,697
-228
-0.4% -$13.3K 1.52% 16
2023
Q4 		$3.48M Buy
61,925
+611
+1% +$31.6K 1.51% 17
2023
Q3 		$3.04M Sell
61,314
-982
-2% -$50.8K 1.57% 18
2023
Q2 		$3.22M Sell
62,296
-1,466
-2% -$71.7K 1.66% 18
2023
Q1 		$3.08M Buy
63,762
+2,812
+5% +$135K 1.67% 19
2022
Q4 		$2.79M Buy
60,950
+6,494
+12% +$299K 1.64% 19
2022
Q3 		$2.31M Buy
+54,456
New +$2.56M 1.61% 16

Other funds holding AVSU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OWA
Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return

Highland Financial Advisors's AVSU Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 16% in Q2 2026, buying an estimated $2.01M and bringing the position to 175,042 shares worth $15.5M. The position accounts for 3.41% of the portfolio, ranked #9.

Highland Financial Advisors first reported a position in AVSU in Q3 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Highland Financial Advisors held 175,042 shares of Avantis Responsible US Equity ETF worth $15.5M as of Q2 2026.
  • Highland Financial Advisors bought 24,004 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $2.01M.
  • Avantis Responsible US Equity ETF made up 3.41% of Highland Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Highland Financial Advisors first reported a position in Avantis Responsible US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.